Allworth Financial’s Sachem Capital Corp SACH Stock Holding History

Allworth Financial’s Portfolio SACH Stock Details SACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-104	Closed	-$125	–	5026
2025 Q2	$125	Buy	+104	New	+$108	﹤0.01%	4376

Other funds holding SACH

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial's SACH Position: Q3 2025 in Review

Allworth Financial sold out of Sachem Capital Corp (SACH) in Q3 2025, closing a stake of 104 shares — an estimated $125 sold.

Allworth Financial first reported a position in SACH in Q2 2025 and held it in 1 quarter. The position peaked at $125 in Q2 2025. 51 funds tracked by Wall St. Rank hold SACH as of Q3 2025.

Allworth Financial reported no remaining Sachem Capital Corp position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 104 Sachem Capital Corp shares in Q3 2025, an estimated $125.
Allworth Financial first reported a position in Sachem Capital Corp in Q2 2025 and held it in 1 quarter.
Allworth Financial's Sachem Capital Corp position peaked at $125 in Q2 2025.
51 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.